Meta高管：工程师AI账单或追平工资，未来可能限额
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SemiAnalysis breaks down enterprise AI budgets: Meta once consumed 70 trillion tokens in a single month, but the real risk isn't that customers are no longer using AI.
According to BlockBeats, on July 1st, enterprise AI usage is shifting from "use as much as possible" to "use within limits." SemiAnalysis, in its Token Budgeting report released on July 1st, stated that the tokenmaxing trend popular at the beginning of the year—encouraging employees to consume as many AI tokens as possible to boost productivity—is being replaced by more realistic budgeting systems. However, the firm believes that media narratives about companies cutting AI spending are exaggerated, and OpenAI and Anthropic's API businesses did not face substantial budget risks in the second half of the year. The SemiAnalysis team stated that after communicating with over 50 enterprise clients via Slack, phone calls, and the Databricks AI Summit, they found that while most companies are indeed starting to set caps on AI usage, a unified standard has not yet been established. Low-end budgets may be only $250 to $500 per person per month, while high-end budgets can reach $2,000 or even tens of thousands of dollars per month. A major US aerospace and defense manufacturer set a monthly budget of $250 for some employees, while a major pharmaceutical company set it at $500; more cutting-edge technology companies like Workday and Stripe have budgets of around $2,000 per month for some employees. This contrasts with the "token maximization" trend at the beginning of the year. The report mentions that companies like Meta and Salesforce encouraged employees to use AI tools extensively. Meta even had an internal dashboard called "Claudeconomics" that ranked the company's top 250 heavy users. Data showed that Meta employees consumed over 60 trillion tokens in 30 days, with the highest single user consuming approximately 280 billion tokens. This dashboard was shut down two days after the related reports. Uber was also reported to have exhausted the annual budgets of Claude Code and Codex within four months, subsequently setting a limit of $1,500 per person per month, with any excess requests requiring case-by-case approval. However, SemiAnalysis believes these extreme cases reflect loose incentive mechanisms and management rather than a general peak in enterprise AI spending. The report states that the top 10% of high-spending clients contribute the majority of AI lab revenue, and these clients are at low risk of cutting API spending for the remainder of the year. Even though Meta consumed approximately 70 trillion tokens per month in February, and at a price of nearly $50,000 per employee per year, SemiAnalysis estimates this still only accounts for 3% to 5% of Anthropic's revenue. Enterprise spending is also highly unevenly distributed. SemiAnalysis cites Ramp data stating that the top 1% of clients spend an average of [missing data - likely referring to a specific amount of money] per employee per year...
Binance will support the Metal DAO (MTL) network upgrade and hard fork.
PANews reported on July 8th that, according to an official announcement, Binance plans to suspend token deposits and withdrawals on the Metal DAO (MTL) network at 23:00 (UTC+8) on July 8th, 2026, to support its network upgrade and hard fork. The network upgrade and hard fork are expected to take place at 00:00 (UTC+8) on July 9th, 2026.
Mantle's third tokenized stock, Bending Spoons (BSPx), has officially launched.
According to Foresight News , following the listings of SPCXx and USPXx within weeks of their public offerings, BSPx has officially launched on Mantle. BSPx represents the tokenized stock of Bending Spoons, which owns brands such as WeTransfer, Vimeo, Evernote, and AOL. BSPx is issued by xStocks and is already available for trading on Fluxion. BSPx trades through Fluxion's hybrid infrastructure, where its Atomic RFQ mechanism anchors to real-time market quotes during trading hours to support pricing; meanwhile, the AMM execution mechanism ensures that trading continues uninterrupted after the market closes. BSPx is the third tokenized stock to launch on Mantle in less than a month. SPCXx launched on June 19th, and USPXx on June 23rd. Mantle states that this makes it one of the first L2 networks to be able to tokenize newly listed stocks and bring them on-chain at a traditional market listing pace. Foresight News previously reported that xStocks' xPoints are now available on Mantle. Simultaneously, the Mantle DEX Fluxion is offering an additional 1 million Fluxion Points as a reward to users. Therefore, every eligible BSPx trade can participate in both reward programs: earning xPoints (the native xStocks reward) and sharing an additional 1 million Fluxion Points based on trading volume and liquidity contribution. This reward covers the entire xStocks asset portfolio, including TSLAx, NVDAx, AAPLx, METAx, GOOGLx, MSTRx, SPCXx, USPXx, and BSPx.
More severe than the dot-com bubble: Token consumption plummeted by 20%, and the gap between AI investment and sales growth reached 46%.
According to Beating's monitoring, the Silicon Data LLM Token consumption index, which tracks users' actual computing power expenditure, has fallen nearly 20% from its May high. This sudden halt in high growth sends a crucial warning to investors: large model vendors may be losing pricing power with cost-sensitive clients, and it has also raised doubts about the ultimate return on investment for the hundreds of billions of dollars in AI capital expenditure. The divide between bulls and bears has intensified. Bears point out that Allianz Research data shows the growth gap between AI investment and sales has reached 46%, exceeding the 32% imbalance seen during the 2001 telecom bubble burst. Bulls counter that while the average token price has plummeted by 90% since 2023, total expenditure has still nearly doubled, meaning the index decline is merely a structural digestion after price cuts stimulated consumption, and the long-term return on investment in the inference phase is far more optimistic than in the training phase. Increased policy regulation is translating into hidden compliance costs for enterprise users. Washington has imposed stronger policy scrutiny on the distribution and cross-border access of cutting-edge models (such as the release review of OpenAI and geopolitical export controls on Anthropic models). Coupled with the EU's Artificial Intelligence Act's stringent compliance requirements for top-tier models, this has placed a heavy policy burden on leading platforms. To mitigate geopolitical and compliance risks, corporate CFOs have a more rational reason to proactively shift their workloads towards lightweight models that are less subject to regulatory constraints. Subtle changes are also emerging in the hardware chip sector. Although orders for top-tier GPUs and high-bandwidth memory (HBM) are booked until 2026, with substantial supply-demand easing not expected until 2028, the market's main procurement focus has shifted from training chips to inference optimization hardware, and the winners are being reshuffled.
Metaplanet added 2,823 BTC in Q2; RWA platform Securitize officially listed on the NYSE.
According to ChainCatcher and BBX data, early last week, Asia's largest listed BTC reserve holder announced record-breaking quarterly BTC purchases, and the world's largest RWA tokenization platform officially listed on the New York Stock Exchange. Key developments are as follows: Metaplanet Inc. (TSE: 3350) officially disclosed its Q2 2026 Bitcoin accumulation data on July 1st: It purchased 2,823 BTC at an average price of approximately $78,872 (35.4886 billion yen) throughout the quarter, totaling approximately $225 million. As of June 30th, its total holdings rose to 43,000 BTC, with a total cost of approximately $4.09 billion (overall average price of $95,209). The unique aspects are as follows: The company's dedicated Bitcoin options trading business generated revenue of $10.95 million in Q2. After directly deducting the cost of Bitcoin purchases from this revenue, the effective net average purchase price was approximately $75,032 per coin (still a discount compared to the current market price of approximately $61,000, but saving approximately 4.8% compared to the nominal average price of $78,872); H1 2026 options revenue totaled $29.2 million, with trailing 12-month options revenue of $70.7 million; Q2 BTC Yield (Bitcoin holdings/effective diluted share capital ratio) increased by 6.6% year-on-year; the funds for Bitcoin purchases this quarter came from credit lines, ordinary bond issuance, and options revenue, without using equity dilution methods. The company also disclosed that it has reached an agreement to acquire Siiibo Securities, a licensed Class 1 securities firm in Japan, and include it in its "Project Nova" strategic expansion plan. Securitize Corp. (NYSE: $SECZ) officially completed its SPAC merger with Cantor Equity Partners II ($CEPT) in early July and began trading on the New York Stock Exchange, becoming the world's first NYSE-listed company with tokenized asset infrastructure as its core business. According to CoinDesk, on its first day of trading on the NYSE, the company simultaneously tokenized $295 million of its own stock and deployed it on the Solana and Avalanche blockchains. This is the largest issuer-led tokenized stock offering to date—Securitize uses its own stock as a tokenization case to counter competitors' third-party synthetic token solutions (i.e., derivative structures with indirect ownership). The company previously managed over $4 billion in tokenized assets and established deep partnerships with NYSE, BlackRock, Computershare, Jump Trading, and others. Q1 2026 revenue was $19.5 million. After its IPO, $SECZ will serve as a valuation benchmark for the RWA tokenization sector, alongside Coinbase (Base Chain) and Galaxy Dig.
Critini Analyst: The token price war has bottomed out; Chinese AI "open source" players are raising prices or shifting to closed source.
According to Beating's monitoring, Jukan, an analyst at Critini Research, stated that Chinese AI "open source" players are also raising prices or gradually shifting towards a more closed-source model. He believes the token price war in China has bottomed out. Zhipu, the platform behind GLM-5.2, has also raised its price multiple times this year. Large-scale model developers in China cannot ignore return on investment forever; open source does not equate to cheap API pricing. --------------------------------- Click the original link below to join Beating's AI news channel on Lark, monitoring global AI hotspots and news 24/7.